Q2 2026 13F · SEC CIK 1737089

CX Institutional

Wealth managerFiled 2026-07-02 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $3.5B
Reported positions: 1,568
Top holdings a year, 3 yrs: +10.6%
Assets under management: $4.5B

CX Institutional is a wealth manager that reported 1,568 positions worth $3.5B in its Q2 2026 13F, filed 2026-07-02. Its largest holdings were iShares 0-3 Month Treasury Bon (SGOV, 5.4%), Ishares Core Msci Eafe ETF (IEFA, 2.4%), iShs Lehman 1-3Tsy (SHY, 2.1%). A portfolio copying its top holdings returned 10.6% a year over the last 3 years, against 20.4% for the S&P 500.

CX Institutional holdings largest 50 of 1,568 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

CX Institutional 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SGOViShares 0-3 Month Treasury Bon	5.4%	3.5%	1,847,279	+60.9%	$186.0M
IEFAIshares Core Msci Eafe ETF	2.4%	2.7%	861,670	-12.6%	$83.2M
SHYiShs Lehman 1-3Tsy	2.1%	1.0%	894,736	+118.8%	$73.5M
AAPLApple Inc	2.0%	2.0%	243,940	-4.2%	$70.6M
NVDANvidia Corporation Com	1.8%	1.7%	312,073	-0.7%	$62.4M
VOVanguard Index Fds	1.8%	1.5%	767,143	+334.9%	$61.8M
SPMBSPDR Portfolio Mortgage Backed	1.8%	1.8%	2,735,565	+2.4%	$61.0M
SPBOState Street ETF/USA	1.8%	1.8%	2,095,671	+2.1%	$60.9M
BNDXVanguard Charlotte Fds	1.6%	2.0%	1,159,375	-16.4%	$56.1M
SHMState Street ETF/USA	1.6%	1.6%	1,121,562	+0.8%	$53.8M
SPTIState Street ETF/USA	1.5%	2.5%	1,849,623	-34.3%	$52.5M
VBVanguard Indx Fd	1.5%	1.4%	168,070	-5.1%	$50.9M
RSPAInvesco ETFs/USA	1.4%	1.4%	927,556	-0.2%	$49.5M
GOOGLAlphabet Inc	1.3%	1.2%	130,128	-3.1%	$46.5M
IVEIshares S&p 500 Value ETF	1.3%	1.3%	200,775	-3.9%	$45.6M
MSFTMicrosoft Corp	1.3%	1.4%	118,731	-2.3%	$44.3M
LLYLilly Eli & Co	1.2%	0.9%	35,493	+5.0%	$42.6M
AMZNAmazon Com Inc Com	1.2%	1.1%	175,196	-1.9%	$41.8M
IJRIshares Core S&p Small Cap ETF	1.1%	—	264,980	—	$39.3M
AVGOBroadcom Inc	1.0%	0.9%	90,468	-2.2%	$34.2M
JAAAJanus Detroit Str Tr	1.0%	1.0%	668,819	+1.4%	$33.8M
SPYGSpdr Series Trust	1.0%	0.8%	283,258	+0.2%	$33.7M
TSLATesla Inc Com	1.0%	0.8%	79,450	+10.5%	$33.4M
VVisa Inc Com Cl A	0.9%	0.8%	93,869	+7.2%	$32.2M
MGKVanguard World Fd	0.9%	0.8%	344,313	+364.0%	$30.3M
IWFIshares Russell 1000 Growth ETF	0.8%	0.8%	236,020	+288.5%	$29.3M
IUSGiShares ETFs/USA	0.8%	0.8%	154,478	-7.3%	$29.1M
IWDIshares Russell 1000 Value ETF	0.8%	0.8%	118,254	-2.2%	$28.7M
METAMeta Platforms Inc Class A	0.8%	0.8%	50,292	+9.1%	$28.3M
SCHVSchwab Strategic Tr	0.8%	1.0%	792,816	-24.9%	$27.6M
IVVIshares Core S&p 500 ETF	0.8%	1.9%	35,282	-62.2%	$26.4M
MUBIshares National Muni Bond ETF	0.7%	0.8%	237,041	-4.8%	$25.5M
ITMVanEck ETFs/USA	0.7%	1.4%	533,148	-44.3%	$25.1M
VTIVanguard Index Fds	0.7%	0.4%	64,827	+50.7%	$24.0M
XLKState Street Technology Select Sector Sp	0.7%	0.5%	120,212	-5.6%	$22.9M
SPYSpdr S&p 500 ETF Tr	0.7%	0.6%	30,467	+9.9%	$22.8M
TAXFAmerican Century ETF Trust	0.6%	0.6%	428,304	+5.1%	$21.8M
VTEBVanguard Tx Ex Bd	0.6%	0.9%	428,558	-27.3%	$21.7M
FTCFirst Trust ETFs/USA	0.6%	0.5%	109,235	-4.0%	$21.2M
QEFAState Street ETF/USA	0.6%	0.9%	219,118	-31.8%	$21.0M
VTVVanguard Value ETF	0.6%	0.6%	94,196	+2.0%	$20.5M
ABBVAbbvie Inc	0.6%	0.6%	78,286	-13.0%	$19.7M
SPYVSpdr Series Trust	0.5%	0.5%	307,901	+0.3%	$18.7M
IVWIshares	0.5%	0.4%	134,747	+5.1%	$18.5M
VVVanguard Inx Lrg	0.5%	0.5%	51,008	-3.5%	$17.5M
UNPUnion Pac Corp	0.5%	0.5%	61,801	-16.4%	$16.8M
CSCOCisco Sys Inc	0.4%	—	132,552	—	$15.6M
BMYBristol-Myers Squibb Co Com	0.4%	0.5%	263,596	+4.9%	$15.2M
QCOMQualcomm Inc	0.4%	—	76,204	—	$14.1M
MAMastercard Inc.	0.4%	—	26,565	—	$13.6M

What CX Institutional bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +9.8% /yr; S&P 500 +20.1%
3 years: +10.6% /yr; S&P 500 +20.4%
5 years: +4.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$3.5B	1,568
Q1 2026	$3.3B	1,547
Q4 2025	$3.4B	1,517
Q3 2025	$3.3B	1,375
Q2 2025	$2.9B	1,213
Q1 2025	$2.6B	1,202
Q4 2024	$2.5B	535
Q3 2024	$2.3B	551
Q2 2024	$2.1B	542
Q1 2024	$2.1B	543
Q4 2023	$1.9B	524
Q3 2023	$1.8B	479

Questions about CX Institutional's portfolio

What stocks does CX Institutional own?

CX Institutional's latest 13F, for Q2 2026 and filed Jul 2, 2026, lists 1,568 positions worth $3.5B. The largest are iShares 0-3 Month Treasury Bon (SGOV) at 5.4%, Ishares Core Msci Eafe ETF (IEFA) at 2.4%, iShs Lehman 1-3Tsy (SHY) at 2.1%, Apple Inc (AAPL) at 2.0% and Nvidia Corporation Com (NVDA) at 1.8%.

What did CX Institutional buy last quarter?

In Q2 2026, CX Institutional added Vanguard World Fd (MGK) (+364.0% shares), Vanguard Index Fds (VO) (+334.9% shares) and Ishares Russell 1000 Growth ETF (IWF) (+288.5% shares), compared with its Q1 2026 filing.

What did CX Institutional sell last quarter?

In Q2 2026, CX Institutional cut from its top 50 Gilead Sciences (GILD), cut from its top 50 Invesco S&p 500 Equal Weight ETF (RSP), cut from its top 50 Spdr (XLU), cut from its top 50 Amgen Inc Com (AMGN), Ishares Core S&p 500 ETF (IVV) (-62.2% shares), VanEck ETFs/USA (ITM) (-44.3% shares) and State Street ETF/USA (SPTI) (-34.3% shares), compared with its Q1 2026 filing.

How has CX Institutional's portfolio performed?

A portfolio copying CX Institutional's 20 largest 13F holdings each quarter, from the day each filing was public, returned +10.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +9.8% against +20.1%. Over 5 years: +4.6% a year against +11.6%.

When is CX Institutional's next 13F filing due?

13F filings are due 45 days after each quarter ends. CX Institutional's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does CX Institutional manage?

CX Institutional reported $4.5B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $3.5B.